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AllianzIM U.S. Large Cap Buffer20 Oct ETF (OCTW) Institutional Ownership

$36.02 -0.24 (-0.66%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Oct ETF (NYSEARCA:OCTW)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.23M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.31M
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OCTW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Sentinus LLC5,675$202K0.1%-36.5%0.147%
2/12/2025 OLD Mission Capital LLC6,152$219K0.0%N/A0.160%
2/12/2025 Brown Brothers Harriman & Co.1,500$53K0.0%N/A0.039%
2/10/2025 Creative Financial Designs Inc. ADV874$31K0.0%N/A0.023%
2/10/2025 Farther Finance Advisors LLC2,144$76K0.0%+10,620.0%0.056%
2/7/2025 Blue Bell Private Wealth Management LLC116,357$4.14M0.8%-0.8%3.022%
1/30/2025 Nations Financial Group Inc. IA ADV24,647$876K0.1%-5.8%0.640%
1/23/2025 Strategic Blueprint LLC47,749$1.70M0.1%-35.6%1.240%
12/26/2024 JPMorgan Chase & Co.39,612$1.39M0.0%+158.5%1.029%
10/25/2024 Strategic Blueprint LLC74,122$2.60M0.2%-1.1%1.925%
8/5/2024 Blue Bell Private Wealth Management LLC123,235$4.25M0.9%-11.6%3.201%
7/29/2024 Nations Financial Group Inc. IA ADV26,321$908K0.1%-4.8%0.684%
7/27/2024 Strategic Blueprint LLC74,923$2.59M0.2%-2.2%1.946%
4/24/2024 Blue Bell Private Wealth Management LLC139,423$4.72M1.0%-1.9%3.503%
4/23/2024 Nations Financial Group Inc. IA ADV27,643$936K0.1%-28.4%0.695%
4/23/2024 Strategic Blueprint LLC76,647$2.60M0.2%-0.5%1.926%
2/9/2024 Nations Financial Group Inc. IA ADV38,622$1.26M0.1%-5.7%1.160%
2/9/2024 Certified Advisory Corp13,724$449K0.1%N/A0.412%
2/8/2024 First Heartland Consultants Inc.8,935$292K0.0%+15.3%0.268%
1/25/2024 Strategic Blueprint LLC77,006$2.52M0.2%+27.0%2.312%
1/25/2024 Blue Bell Private Wealth Management LLC142,122$4.65M1.1%-1.0%4.268%
11/9/2023 First Heartland Consultants Inc.7,751$241K0.0%-14.6%0.233%
10/30/2023 Blue Bell Private Wealth Management LLC143,604$4.46M1.2%-6.0%4.312%
10/18/2023 Strategic Blueprint LLC60,648$1.89M0.2%-1.3%1.821%
8/8/2023 Blue Bell Private Wealth Management LLC152,779$4.65M1.2%-0.5%4.588%
7/26/2023 First Heartland Consultants Inc.9,074$276K0.0%N/A0.189%
7/14/2023 AdvisorNet Financial Inc4,070$124K0.0%N/A0.085%
(Data available from 1/1/2016 forward)

OCTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTW shares?

During the previous two years, 12 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Oct ETF. The most heavily invested institutionals were Blue Bell Private Wealth Management LLC ($4.14M), Strategic Blueprint LLC ($1.70M), JPMorgan Chase & Co. ($1.39M), Nations Financial Group Inc. IA ADV ($876K), Certified Advisory Corp ($449K), First Heartland Consultants Inc. ($292K), and OLD Mission Capital LLC ($219K).Learn more on OCTW's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Oct ETF stock?

Of the 9 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($24.29K), Strategic Blueprint LLC ($16.36K), Certified Advisory Corp ($13.72K), First Heartland Consultants Inc. ($10.26K), OLD Mission Capital LLC ($6.15K), AdvisorNet Financial Inc ($4.07K), and Farther Finance Advisors LLC ($2.12K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have bought a total of 79,347 shares in the last 24 months. This purchase volume represents approximately $2.65M in transactions.

Which AllianzIM U.S. Large Cap Buffer20 Oct ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Blue Bell Private Wealth Management LLC ($31.18K), Strategic Blueprint LLC ($30.05K), Nations Financial Group Inc. IA ADV ($16.13K), Sentinus LLC ($3.26K), and First Heartland Consultants Inc. ($1.32K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have sold a total of 81,946 shares in the last 24 months. This volume of shares sold represents approximately $2.80M in transactions.



This page (NYSEARCA:OCTW) was last updated on 2/22/2025 by MarketBeat.com Staff
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